Principal Financial Group Inc reported 2,101 positions worth $182.47B for the quarter ended Sep 30, 2026, down 5.0% on the prior quarter. It opened 174 new positions, added to 836, trimmed 1,088 and exited 73. Its largest holding is Nvidia Corp at 4.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VMRK Vivmark Residential | +10.10M | +1,672.3% | $613.89M | 0.357% |
| DASH DoorDash, Inc. | +2.80M | +225.6% | $514.10M | 0.407% |
| SPOT Spotify Technology S.A. | +596.9K | +37.2% | $290.94M | 0.588% |
| LRCX Lam Research Corp | +727.1K | +37.8% | $238.86M | 0.477% |
| AMD Advanced Micro Devices Inc | +303.7K | +14.9% | $185.82M | 0.786% |
| MDLN Medline Inc. | +4.46M | +344.7% | $154.62M | 0.109% |
| GOOGL Alphabet Inc. | +434.7K | +4.2% | $149.56M | 2.04% |
| CSCO Cisco Systems, Inc. | +1.21M | +25.1% | $130.47M | 0.356% |
| MLM Martin Marietta Materials Inc | +269.5K | +12.7% | $129.29M | 0.627% |
| SBAC Sba Communications Corp | +796.5K | +69.1% | $127.53M | 0.171% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -1.50M | -10.9% | $769.57M | 3.44% |
| DHR Danaher Corp | -2.02M | -75.8% | $447.70M | 0.078% |
| BIP Brookfield Infrastructure Partners L.P. | -10.72M | -45.1% | $381.17M | 0.254% |
| LYV Live Nation Entertainment, Inc. | -2.15M | -21.5% | $363.31M | 0.726% |
| AMZN Amazon Com Inc | -1.44M | -8.4% | $358.70M | 2.14% |
| ORLY O Reilly Automotive Inc | -4.18M | -29.4% | $357.10M | 0.469% |
| MKL Markel Group Inc. | -202.2K | -65.7% | $346.34M | 0.099% |
| IDXX Idexx Laboratories Inc | -653.5K | -87.9% | $341.24M | 0.026% |
| CBRE Cbre Group, Inc. | -2.28M | -22.3% | $293.55M | 0.56% |
| AAPL Apple Inc. | -859.3K | -4.0% | $286.15M | 3.76% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CSQR Csquare, Inc. | +5.73M | $90.56M | 0.05% |
| HTHT H World Group Ltd | +1.20M | $51.39M | 0.028% |
| LOAR Loar Holdings Inc. | +827.4K | $50.90M | 0.028% |
| KRMN Karman Holdings Inc. | +1.38M | $44.84M | 0.025% |
| MBGL Mobility Global Inc. | +1.40M | $23.98M | 0.013% |
| HUBS Hubspot Inc | +113.9K | $23.34M | 0.013% |
| ALSN Allison Transmission Holdings Inc | +189.5K | $21.46M | 0.012% |
| OGG Osisko Gold Group Inc. | +6.65M | $18.73M | 0.01% |
| ELVN Enliven Therapeutics, Inc. | +332.2K | $15.23M | <0.01% |
| FLYW Flywire Corp | +662.3K | $11.59M | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PL Planet Labs PBC | -599.3K | $19.85M | 0.01% |
| SUJA Suja Life, Inc. | -1.86M | $18.94M | <0.01% |
| HAWK HawkEye 360, Inc. | -734.2K | $14.84M | <0.01% |
| FTAI FTAI Aviation Ltd. | -29.1K | $7.87M | <0.01% |
| PGY Pagaya Technologies Ltd. | -417.7K | $7.62M | <0.01% |
| LX LexinFintech Holdings Ltd. | -3.34M | $6.58M | <0.01% |
| VIK Viking Holdings Ltd | -59.1K | $6.18M | <0.01% |
| SRAD Sportradar Group AG | -377.9K | $5.66M | <0.01% |
| WGS GeneDx Holdings Corp. | -69.2K | $4.75M | <0.01% |
| TME Tencent Music Entertainment Group | -516.2K | $4.31M | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 37.55M | $8.58B | 4.7% | -854.4K | -2.2% | Reduced | 0.16% |
| 2 | AAPL Apple Inc. | Technology | 20.59M | $6.86B | 3.76% | -859.3K | -4.0% | Reduced | 0.14% |
| 3 | MSFT Microsoft Corp | Technology | 12.24M | $6.28B | 3.44% | -1.50M | -10.9% | Reduced | 0.16% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 15.65M | $3.90B | 2.14% | -1.44M | -8.4% | Reduced | 0.14% |
| 5 | GOOGL Alphabet Inc. | Technology | 10.80M | $3.71B | 2.04% | +434.7K | +4.2% | Added | 0.16% |
| 6 | AVGO Broadcom Inc. | Technology | 8.46M | $2.97B | 1.63% | -263.5K | -3.0% | Reduced | 0.18% |
| 7 | META Meta Platforms, Inc. | Technology | 4.02M | $2.91B | 1.6% | -51.5K | -1.3% | Reduced | 0.16% |
| 8 | GOOG Alphabet Inc. | Technology | 6.51M | $2.22B | 1.22% | -661.5K | -9.2% | Reduced | 0.05% |
| 9 | WELL Welltower Inc. | Real Estate | 8.60M | $1.98B | 1.08% | -1.22M | -12.4% | Reduced | 1.17% |
| 10 | BN BROOKFIELD Corp | Financial Services | 54.00M | $1.97B | 1.08% | -1.06M | -1.9% | Reduced | 2.4% |
| 11 | TDG TransDigm Group INC | Industrials | 1.75M | $1.90B | 1.04% | +43.2K | +2.5% | Added | 3.05% |
| 12 | EQIX Equinix Inc | Technology | 1.80M | $1.82B | 0.996% | -106.2K | -5.6% | Reduced | 1.81% |
| 13 | MU Micron Technology Inc | Technology | 1.66M | $1.76B | 0.967% | -19.1K | -1.1% | Reduced | 0.15% |
| 14 | HLT Hilton Worldwide Holdings Inc. | Consumer Discretionary | 5.28M | $1.68B | 0.921% | -555.2K | -9.5% | Reduced | 2.36% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 4.96M | $1.64B | 0.899% | +135.3K | +2.8% | Added | 0.19% |
Tip. Select a row to see that position’s full history at Principal Financial.
As of its Q3 2026 13F filing, Principal Financial Group Inc’s five largest positions were Nvidia Corp (NVDA) at 4.7%, Apple Inc. (AAPL) at 3.8%, Microsoft Corp (MSFT) at 3.4%, Amazon Com Inc (AMZN) at 2.1%, Alphabet Inc. (GOOGL) at 2.0% of the reported portfolio.
Principal Financial Group Inc reported a 13F portfolio worth $182.47B across 2,101 positions for Q3 2026. That is down 5.0% from the previous quarter.
Its largest purchases by value were Vivmark Residential ($613.89M), DoorDash, Inc. ($514.10M), Spotify Technology S.A. ($290.94M). It opened 174 new positions.
Its largest sales by value were Microsoft Corp ($769.57M), Danaher Corp ($447.70M), Brookfield Infrastructure Partners L.P. ($381.17M). It exited 73 positions entirely.
From the Form 13F-HR reports Principal Financial Group Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.